LPL Financial’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.69M | Buy |
219,571
+21,468
| +11% | +$459K | ﹤0.01% | 2349 |
|
2025
Q1 | $4.45M | Buy |
198,103
+9,496
| +5% | +$213K | ﹤0.01% | 2243 |
|
2024
Q4 | $4.03M | Sell |
188,607
-3,290
| -2% | -$70.2K | ﹤0.01% | 2241 |
|
2024
Q3 | $4.55M | Sell |
191,897
-6,451
| -3% | -$153K | ﹤0.01% | 2067 |
|
2024
Q2 | $4.4M | Sell |
198,348
-23,888
| -11% | -$529K | ﹤0.01% | 1962 |
|
2024
Q1 | $5.16M | Sell |
222,236
-248,245
| -53% | -$5.77M | ﹤0.01% | 1746 |
|
2023
Q4 | $11.1M | Sell |
470,481
-119,115
| -20% | -$2.81M | 0.01% | 1181 |
|
2023
Q3 | $13.2M | Buy |
589,596
+22,569
| +4% | +$504K | 0.01% | 1004 |
|
2023
Q2 | $13.4M | Buy |
567,027
+16,784
| +3% | +$396K | 0.01% | 974 |
|
2023
Q1 | $12M | Sell |
550,243
-12,419
| -2% | -$271K | 0.01% | 993 |
|
2022
Q4 | $12.8M | Buy |
562,662
+147,136
| +35% | +$3.34M | 0.01% | 887 |
|
2022
Q3 | $8.7M | Buy |
415,526
+124,991
| +43% | +$2.62M | 0.01% | 1031 |
|
2022
Q2 | $7.77M | Buy |
290,535
+32,433
| +13% | +$867K | 0.01% | 1104 |
|
2022
Q1 | $8.43M | Sell |
258,102
-21,945
| -8% | -$717K | 0.01% | 1093 |
|
2021
Q4 | $9.66M | Sell |
280,047
-12,528
| -4% | -$432K | 0.01% | 1036 |
|
2021
Q3 | $10.6M | Sell |
292,575
-12,059
| -4% | -$436K | 0.01% | 929 |
|
2021
Q2 | $11.3M | Sell |
304,634
-52,579
| -15% | -$1.95M | 0.01% | 838 |
|
2021
Q1 | $12.6M | Buy |
357,213
+62,752
| +21% | +$2.21M | 0.01% | 722 |
|
2020
Q4 | $9.38M | Buy |
294,461
+475
| +0.2% | +$15.1K | 0.01% | 775 |
|
2020
Q3 | $7.57M | Sell |
293,986
-5,942
| -2% | -$153K | 0.01% | 751 |
|
2020
Q2 | $7.46M | Buy |
299,928
+20,094
| +7% | +$500K | 0.01% | 695 |
|
2020
Q1 | $5.23M | Sell |
279,834
-126,800
| -31% | -$2.37M | 0.01% | 732 |
|
2019
Q4 | $18.1M | Buy |
406,634
+155,636
| +62% | +$6.93M | 0.03% | 387 |
|
2019
Q3 | $10.6M | Buy |
250,998
+20,227
| +9% | +$852K | 0.02% | 513 |
|
2019
Q2 | $9.73M | Buy |
230,771
+419
| +0.2% | +$17.7K | 0.02% | 518 |
|
2019
Q1 | $9.98M | Buy |
230,352
+32,707
| +17% | +$1.42M | 0.02% | 498 |
|
2018
Q4 | $7.89M | Sell |
197,645
-7,869
| -4% | -$314K | 0.02% | 533 |
|
2018
Q3 | $8.95M | Sell |
205,514
-7,867
| -4% | -$343K | 0.02% | 525 |
|
2018
Q2 | $9.27M | Sell |
213,381
-507
| -0.2% | -$22K | 0.02% | 483 |
|
2018
Q1 | $9.09M | Sell |
213,888
-77,995
| -27% | -$3.31M | 0.03% | 481 |
|
2017
Q4 | $13.2M | Sell |
291,883
-16,979
| -5% | -$767K | 0.04% | 348 |
|
2017
Q3 | $14.5M | Sell |
308,862
-41,563
| -12% | -$1.95M | 0.05% | 289 |
|
2017
Q2 | $16.3M | Sell |
350,425
-37,702
| -10% | -$1.75M | 0.06% | 251 |
|
2017
Q1 | $17.6M | Buy |
388,127
+77
| +0% | +$3.5K | 0.12% | 141 |
|
2016
Q4 | $16.6M | Buy |
388,050
+29,052
| +8% | +$1.24M | 0.13% | 133 |
|
2016
Q3 | $14.6M | Buy |
358,998
+117,035
| +48% | +$4.75M | 0.14% | 131 |
|
2016
Q2 | $9.91M | Sell |
241,963
-5,612
| -2% | -$230K | 0.08% | 190 |
|
2016
Q1 | $9.47M | Buy |
247,575
+2,878
| +1% | +$110K | 0.03% | 460 |
|
2015
Q4 | $9.53M | Buy |
244,697
+76,555
| +46% | +$2.98M | 0.03% | 464 |
|
2015
Q3 | $6.9M | Sell |
168,142
-14,660
| -8% | -$602K | 0.04% | 369 |
|
2015
Q2 | $7.88M | Sell |
182,802
-20,814
| -10% | -$897K | 0.04% | 371 |
|
2015
Q1 | $9.55M | Sell |
203,616
-96,866
| -32% | -$4.55M | 0.05% | 314 |
|
2014
Q4 | $14.1M | Sell |
300,482
-69,522
| -19% | -$3.26M | 0.08% | 231 |
|
2014
Q3 | $17.6M | Sell |
370,004
-13,056
| -3% | -$620K | 0.1% | 187 |
|
2014
Q2 | $19.4M | Buy |
383,060
+23,913
| +7% | +$1.21M | 0.11% | 172 |
|
2014
Q1 | $17.6M | Buy |
359,147
+113,559
| +46% | +$5.57M | 0.11% | 178 |
|
2013
Q4 | $11.3M | Buy |
245,588
+9,900
| +4% | +$456K | 0.07% | 239 |
|
2013
Q3 | $11.2M | Buy |
235,688
+118,923
| +102% | +$5.67M | 0.07% | 238 |
|
2013
Q2 | $5.91M | Buy |
+116,765
| New | +$5.91M | 0.04% | 327 |
|